Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr 1 5 Yr C (SCHJ)
This table provides information about the institutional ownership of Schwab Strategic Tr 1 5 Yr C (SCHJ) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR 1 - 5 YR C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
100K+ 116.36% |
$2.44M - $4.96M
|
186K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
85.2KNew |
$2.07M - $4.22M
|
85.2K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.1K+ 88.33% |
$1.19M - $2.43M
|
105K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.4K+ 341.96% |
$521K - $1.06M
|
27.7K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
14.2K+ 87.05% |
$346K - $705K
|
30.6K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12.9K+ 37.17% |
$315K - $641K
|
47.8K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 105.02% |
$302K - $616K
|
24.3K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
8.67K+ 63.14% |
$211K - $429K
|
22.4K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.65K+ 101.5% |
$210K - $428K
|
17.2K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.1K+ 38.39% |
$172K - $351K
|
25.6K
$624K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.51K+ 100.0% |
$134K - $273K
|
11K
$269K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 107.32% |
$109K - $222K
|
8.64K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.22KNew |
$54K - $110K
|
2.22K
$54.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.98K+ 25.21% |
$48.2K - $98.2K
|
9.85K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
610+ 100.0% |
$14.8K - $30.2K
|
1.22K
$29.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
203+ 100.0% |
$4.93K - $10.1K
|
406
$9.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-121- 0.21% |
$2.94K - $5.99K
|
58.9K
$1.44M
|